BGSIX vs. VUG

In the year-to-date period, BGSIX achieves a -6.12% return, which is significantly lower than VUG's -5.41% return. Both investments have delivered pretty close results over the past 10 years, with BGSIX having a 15.40% annualized return and VUG not far behind at 14.70%.

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BGSIX has a 0.93% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BGSIX Sharpe Ratio is 0.26, which is lower than the VUG Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of BGSIX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSIX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.50%.

The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BGSIX and VUG. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 9.09% compared to Vanguard Growth ETF (VUG) at 8.37%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.